Plan Snapshot
- Plan Sponsor: Ward Manufacturing, LLC
- Sponsor EIN: 711042639
- Sponsor Address: 117 GULICK STREET, BLOSSBURG, PA, 16912
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 304 | $11.5M | $568,779 | $386,459 |
| 2023 | 320 | $11.3M | $482,111 | $359,222 |
| 2022 | 318 | $11.2M | $445,420 | $370,616 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $60,188 | — | — | — | — |
| 2023 | $64,950 | — | $64,950 | — | — |
| 2022 | $49,308 | — | — | — | — |